新弗农资本
- Institutionalized a private investment platform for two family offices—managing ~$1.通过风险直接投资50亿美元, growth and private equity along with co-investments and LP positions.
- 采购, 进行尽职调查, 谈判, and 结构化 the acquisition and subsequent consolidation of a ~$15 million online retail platform and consumer electronics brand.
- Performed due diligence and 结构化 co-investments in an $825 million private airline, a $160 million 包装消费品 (CPG) company, 还有一家价值1500万美元的商业服务公司.
- Built three-statement models and operating projections for internal and external uses for companies in industries including transportation, 电子商务和金融服务, 等.
- 构建估值模型, 杠杆收购的分析, and investor materials to facilitate capital investment for companies in industries including energy, 食物 & beverage, and construction services, 等.
重点领域:电子商务, 投资, 估值, 金融, 增长股票, 业务发展, 合并 & 收购(M&A), 资本结构优化, 风险资本, 私人股本
GKM顾问
- Led business development efforts including direct investment, 资本结构咨询, 以及成长咨询.
- 担任一家4000万美元公司的临时首席财务官, venture-backed SaaS CRM company as it successfully navigated a $10 million equity raise.
- 进行尽职调查, 结构化, and arranged the financing for buyouts including $650 million hotel acquisition and $120 million oil and gas asset purchase.
- Identified lower-middle market investment opportunities, including a $4 million mobile development platform, 价值500万美元的工业和贸易刊物, 一家价值两千万美元的水净化公司, 还有一家价值5000万美元的数据服务公司.
- Developed three-statement models and operating projections for internal and external uses for companies in industries including SaaS, 消费者零售, 清洁技术也是其中之一.
- 创建估值模型, 杠杆收购的分析, and investor materials to facilitate capital investment for companies in industries including real estate, 包装消费品, 和SaaS, 等.
关注领域:投资、硕士学位&A(卖方),估值,合并 & 收购(M&A), 金融, 投资银行, 欧博体育app下载, 业务发展, 风险资本, 投资融资, 资本结构优化, 私人股本, 增长股票
拉扎德公司 & Co.
- Completed over $20 billion of transaction advisory including working as the sole buy-side advisor to Burger King in its $15 billion acquisition of Tim Hortons and the sole sell-side advisor to Holiday Retirement in its Canadian real estate portfolio sale to Ventas.
- 评估战略选择, 包括收购, 资产剥离, 资本结构配置, on behalf of numerous public and private companies.
- Assessed macroeconomic and industry trends as related to clients' positioning to qualitatively identify avenues for accretive growth.
- 长期的发展, three-statement financial models to determine cash flow and capital structure trends.
- Created full valuation analyses including trading comparables, 先例的事务, 股息的折扣, 各部分之和, 马克斯支付, 贴现现金流分析.
- Analyzed capital allocation implications of client subsidiary companies to determine the ultimate leverage and earnings profile.
- Constructed multiple merger and leverage buyout models to determine the feasibility of transactions based on targeted financial thresholds, 包括相对收益, 意识到回报, 价值增值.
- Identified and valued optimal corporate modification strategies including subsidiary sales and business separations.
- Prepared and delivered presentations to client senior management to review qualitative and quantitative ramifications of alternatives analyses.
- Conducted diligence efforts to evaluate long-term viability of client and target company operating projections.
- Interfaced directly with client senior management and potential investors to coordinate transaction processes.
重点领域:投资, 私人股本, 估值, 金融, 投资银行, 金融建模, 企业融资, 杠杆收购(LBO), M&A(买方),M&A(卖方),合并 & 收购(M&A)